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12 posts · theirs
Lately
THE BIG READ: Thoma Bravo to KKR to Deeper Junk. OTIC's Biggest Software Loss Was Modeled at 74. The Market Priced at 33 - Part I
A Winning Demographic Story or Nah?
Nvidia's 'Circle-Jerk' Backstop Has a Precedent. Ask Who Was Left Holding the Paper.
PIK Your Poison: Blue Owl's (OBDC) Version - I
Surfing the Cycle
Delay, Deny, Defend, and Private Credit- II
Debt, a Gateway Drug: Someone Has to Hold the First Loss
Duration Is Not a Defense - I
How Deep Does the Mac and Cheese Go?
BlackRock Is (NOT) Wall Street's Designated Adult - As BDEBT Highlights The Problem & The Hypocrisy
The NVIDIA BOOBY-TRAP?
Debt, Disasters and Disgust
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